Genoa Capital Gestora de Recursos Ltda.
CIK 2064813
13F filing for Q2 2026・No. 3,664
- Holdings
- US$551.18M
- Quarter change
- +US$421.38M
- Entries
- 15
- Net bought (estimate)
- +US$60.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 3
- Cut 1
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
8 stocks worth US$199.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 121,200 | US$90.77M | 45.45% |
| NVDANvidiaCOM | Added | 115,194 | US$23.05M | 11.54% |
| AMATAPPLIED MATLS INCCOM | New | 30,949 | US$22.38M | 11.20% |
| TSMTSMC ADRSPONSORED ADS | Added | 37,080 | US$17.71M | 8.87% |
| MUMicronCOM | Added | 13,793 | US$15.92M | 7.97% |
| AXPAMERICAN EXPRESS COCOM | New | 39,358 | US$13.31M | 6.67% |
| AMZNAmazonCOM | Cut | 35,681 | US$8.5M | 4.26% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | New | 17,607 | US$8.08M | 4.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.